Ackerman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ackerman Asset Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.1M	Sell	81,527 -43	-0.1%	-$31.3K	36.63%	1
2026 Q1	$53.3M	Sell	81,570 -804	-1%	-$549K	37.18%	1
2025 Q4	$56.4M	Sell	82,374 -288	-0.3%	-$196K	37.53%	1
2025 Q3	$55.3M	Sell	82,662 -275	-0.3%	-$177K	39.62%	1
2025 Q2	$51.5M	Buy	82,937 +125	+0.2%	+$71.8K	41.25%	1
2025 Q1	$46.5M	Buy	+82,812	New	+$48.9M	42.09%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Ackerman Asset Management's IVV Position: Q2 2026 in Review

Ackerman Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q2 2026, selling an estimated $31.3K and leaving 81,527 shares worth $61.1M. The position accounts for 36.63% of the portfolio, ranked #1.

Ackerman Asset Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ackerman Asset Management held 81,527 shares of iShares Core S&P 500 ETF worth $61.1M as of Q2 2026.
Ackerman Asset Management sold 43 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
iShares Core S&P 500 ETF made up 36.63% of Ackerman Asset Management's portfolio in Q2 2026, its #1 holding.
Ackerman Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ackerman Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.